Custodian Financial Advice
1 Maitland Place, Baulkham Hills, New South Wales, Australia
About Custodian Financial Advice
Welcome to Custodian Financial Advice, located at 1 Maitland Place, Baulkham Hills, Australia. As an establishment specializing in finance, we are dedicated to helping you grow your wealth, protecting your investments, and leaving a lasting legacy for your loved ones.
At Custodian Financial Advice, we understand that your financial goals and needs change as your career develops. That's why our team of experienced professionals is here to provide you with personalized financial advice and solutions tailored to your unique circumstances. Whether you're just starting out in your career or planning for retirement, we have the expertise to guide you every step of the way.
One of our satisfied clients, who wishes to remain anonymous, had this to say about our services: "I have recommended Matt to my friends and family looking for financial advice as he provides excellent quality service I trust. Thanks, Matt, for helping me out and for your continuing care and support." We take pride in the trust our clients place in us and strive to deliver the same level of exceptional service to all.
When it comes to financial matters, prompt and courteous service is essential. Our dedicated team, led by Matt, ensures that all requests for information and follow-up are handled promptly and with the utmost professionalism. And if you appreciate a little bit of comedy, Matt is known to sprinkle some humor into his interactions, making the journey towards financial success a little more enjoyable.
We are proud to have built a strong reputation in the community, with many of our clients recommending us to their friends and family. As one of our clients happily shared, "We have never hesitated to pass on Matt's details when the topic of finances comes up, and to our delight, we still have all our and friends." This trust and loyalty from our clients drive us to continually strive for excellence in everything we do.
So, whether you're in need of financial advice, investment strategies, or estate planning, Custodian Financial Advice is here to assist you. Contact us today to schedule a consultation and take the first step towards securing your financial future.
21/1 Maitland Pl, Baulkham Hills NSW 2153, Australia
Opening hours of Custodian Financial Advice
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Custodian Financial Advice
"I cannot recommend Matt and his team (especially Shivani) at Custodian more highly. I have been dealing with Custodian for many years and they have always exemplified extraordinary attention to detail and a depth of knowledge that is unparalleled. For any financial matter, you could not be in better hands than Custodian!"
"I couldn't recommend Matt, Shivani and the team highly enough. Nothing is too hard or too much trouble, you're never rushed, and they are happy to take as much time as you need to sort out your financial interests. They have detailed and extensive expertise, and they will go above and beyond to make sure the client has the best services for them. Finally, even when the job is done they stay in touch to make sure everything is working as it should and the client is satisfied. We've used their services for years, and it never falters - thanks team!!"
"We recommend Matt, Shivani and the team at Custodian Financial Advice. They did excellent work in finding us the right home and investment loans and made it easy to obtain approvals."
"We highly recommend the team at Custodian Financial Advice. They have helped us out on several occasions and we wouldn't hesitate to utilise their services again. They are highly professional and reliable and the communication is top notch!"
"We had an excellent experience using Custodian Financial Advice to refinance our home and purchase our first investment property. Matt and Louise guided us through the entire process, from determining what was possible regarding our buying capacity to finding the best lender, arranging the loans, and later corresponding with the bank and our conveyancing lawyer to ensure a smooth settlement process. As we are not based in Sydney this was all done with ease by email and phone correspondence. I would definitely recommend Custodian to anyone looking for sound Financial advice as our experience has been fantastic, and I am sure far less stressful than it would have been if we didn't have the expertise of Matt and his team behind us."
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